- Assist with tasks and deliverables for the renewal process, including document preparation, data analysis, and management.
- Work with functional teams to finalize client deliverables.
- Ensure accuracy and completeness of billing documents.
- Help draft proposals and support new client intake.
- Draft binding confirmation documents and follow up with carriers.
- Arrange and facilitate meetings for upcoming renewals.
- Track renewal activities and assist with document updates and reporting needs.
